51 results for Senior Valuations Finance Analyst in Redwood City, CA

Sr. Financial Analyst Robert Half Management Resources is seeking a Sr. Financial Analyst on an interim basis for one of our SaaS clients. As a Sr. Financial Analyst, you will be expected to analyze and forecast net working capital, improve actual billings reporting models, and assist in the preparation of MD& As/Board Decks. Responsibilities:• Perform monthly revenue variance analysis and understand the impact of various drivers to revenue recognition as well as ability to decipher actuals through large data analysis.• Own revenue, Billings and Deferred revenue forecast, drive improvements to accuracy and automate processes and data flow.• Own and improve actuals billings reporting model and analytics to assure proper reporting of billings by bookings license type and splits between new booking billings, renewal booking billings, and installment billings.• Analyze and forecast net working capital (balance sheet and cash flow).• Assist in the preparation of MD& As / Board Decks and understand and explain the drivers behind the business.• Coordinate with FP& A organization for full P& L roll up and analysis.• Develop new revenue analytics to improve storytelling and future forecast accuracy.• Develop and build new forecasting processes, methodologies, and models in excel and Adaptive Planning.• Fixed asset capital expenditure forecasting.• Improve and automate processes and data flows utilized in forecasting processes.• Leverage (technology) systems to easily identify trends and variances and deliver ROI analysis on future investment.• Provide critical insight and analysis on business performance.• Complete investor reporting requirements and inquiries.

Financial Analyst (Venture Capital Firm) *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Ready to break out of public accounting? Join a top VC firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive. This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace. San Francisco Bay AreaHybrid - 2 Days on-site$100-115k Base + Generous Bonus + Carry! Responsibilities:<ul><li>Conduct portfolio valuations and financial modeling.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Fund Accountant / Financial Analyst - Venture Capital *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Fund Accountant / Financial AnalystSan Francisco Bay AreaHybrid - 2 Days on-site$110k-115k Base + Generous Bonus + Carry! Ready to break out of public accounting? Join a top Venture Capital firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive. This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace. Responsibilities:<ul><li>Conduct portfolio valuations and financial modeling.</li><li>Manage deal lifecycle, reporting, and collaboration with legal teams.</li><li>Evaluate deal terms, structure transactions, and support exits.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul>

Financial Analyst - Fund Accountant - Venture Firm *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Ready to break out of public accounting? Join a top VC firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive. This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace. San Francisco Bay AreaHybrid - 2 Days on-site$110-115k Base + Generous Bonus + Carry! Responsibilities:<ul><li>Conduct portfolio valuations and financial modeling.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Strategic Finance Analyst We are seeking a remote Strategic Finance Analyst for a 3-month engagement to support a homecare organization with high-priority financial initiatives, including a potential joint venture. In this fully remote role, you will leverage your expertise in financial analysis, budgeting, and cash flow modeling to prepare proforma financial statements, evaluate risks, and provide data-driven insights to leadership. This project-based position requires an individual with strong financial acumen, strategic thinking, and an inquisitive mindset to collaborate effectively with cross-functional teams. Key Responsibilities:<ul><li>Proforma Financial Statements: Prepare proforma balance sheets, income (P& L) statements, and cash flow statements for the potential joint venture, ensuring accuracy and reliability.</li><li>Scenario Analysis: Perform detailed scenario analyses, focusing on risks related to government funding and their potential impact on organizational stability.</li><li>Budget Development: Create proforma budgets for the joint venture while supporting the organization’s overall annual budget, ensuring alignment with financial goals and compliance with fiscal year-end (June 30).</li><li>Cash Flow Management: Conduct in-depth cash flow analysis with a focus on liquidity projections, identifying future cash needs, and supporting financial health initiatives for the joint venture.</li><li>Risk Evaluation: Analyze financial risks associated with the joint venture and provide actionable recommendations for mitigation strategies.</li><li>Data Analysis: Leverage data-driven insights to identify key financial trends, variances, and key performance indicators (KPIs) to inform strategic decision-making.</li><li>Collaboration with Operations: Work closely with operational teams to align financial objectives with industry-specific requirements in the homecare sector.</li><li>Process Improvement: Apply an inquisitive approach to explore operational and financial workflows, identifying opportunities for efficiency and value creation.</li></ul>

Financial Analyst Key Responsibilities: Financial Planning & Analysis: Assist in the preparation and analysis of budgets, forecasts, and financial models to support organizational planning. Analyze financial performance, track key performance indicators (KPIs), and provide actionable recommendations to improve financial outcomes. Evaluate and monitor actual vs. budgeted financial performance, identifying variances and suggesting corrective actions. Data Collection & Reporting: Collect, analyze, and present financial data for monthly, quarterly, and annual reporting. Prepare financial reports and presentations for internal stakeholders, including senior management and department heads. Develop and maintain dashboards to track key financial metrics relevant to educational programs and initiatives. Cost Control & Efficiency: Monitor spending patterns across departments and projects, ensuring that financial resources are being utilized effectively. Assist in identifying cost-saving opportunities and areas for financial improvement. Conduct cost-benefit analysis for new projects, investments, or educational initiatives. Grant & Fund Management: Track and analyze financial aspects of grants and funding, ensuring compliance with reporting requirements. Provide financial support for grant applications, ensuring proper allocation of funds for educational projects and initiatives. Compliance & Financial Policies: Assist with ensuring compliance with all relevant financial regulations, accounting standards, and organizational policies. Participate in audits and internal control assessments to ensure financial accuracy and integrity. Collaboration & Communication: Collaborate with other departments to provide financial insights that support academic and operational goals. Work closely with senior leadership to understand strategic objectives and provide financial recommendations to help achieve them. Qualifications: Education & Experience: Bachelor’s degree in Finance, Accounting, Economics, or a related field. 2-4 years of experience in financial analysis, accounting, or a similar role. Experience in the education sector is a plus. Skills & Knowledge: Strong proficiency in Microsoft Excel and financial modeling. Familiarity with accounting software (e.g., QuickBooks, NetSuite) and financial reporting tools. Strong understanding of financial statements, budgeting, forecasting, and variance analysis. Ability to present complex financial data in a clear, concise manner to non-financial stakeholders. Attributes: Excellent analytical and problem-solving skills. High attention to detail and accuracy. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong time management skills with the ability to manage multiple tasks and deadlines effectively.

Senior Revenue Analyst We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions. Responsibilities<ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>

Sr. FP&A Analyst Amanda Howell with Robert Half has an exciting opportunity for a Sr. FP& A Analyst. As a Sr. FP& A Analyst, your primary role will be to support the company's financial planning and analysis activities. This includes providing detailed financial modeling, strategic recommendations, and variance analysis to drive performance. Responsibilities:• Contribute to the creation of monthly, quarterly, and annual budgets by considering past financial performance, growth forecasts, and current market conditions.• Utilize past and current trends to predict financial outcomes and track progress• Investigate discrepancies between actual and budgeted financial results to pinpoint trends and potential areas for improvement• Provide actionable insights and strategic recommendations to senior management to aid in strategic decision-making• Collaborate effectively with various departments to collect necessary data and ensure seamless communication• Continuously enhance financial processes to boost efficiency and accuracy• Manage customer credit applications accurately and swiftly• Maintain precise customer credit records• Supervise customer accounts and take appropriate action when necessary. If you're interested in this role, please reach out to Amanda Howell via LinkedIn

Financial Analyst We are in the market for a Financial Analyst to join our team based in Berkeley, California. This role is central to our operations, with the primary function being to manage and analyze financial data, respond to various market activities, and conduct research on a range of financial topics. This is a unique opportunity for a contract employment opportunity with long-term potential. Responsibilities: • Conduct detailed data entry and analysis to support financial decision-making.• Engage in money movement procedures as part of market activities.• Undertake various ad hoc financial projects, contributing to our financial strategy.• Analyze balance sheets and profit/loss statements to comprehend financial status.• Conduct comprehensive research on various topics such as tax law, IRS tax returns, and form 1040 updates.• Regularly monitor updates on tax laws on IRS.gov to ensure compliance and up-to-date knowledge.• Utilize accounting software systems for efficient financial management.• Leverage CRM and Crystal Reports for data analysis and reporting.• Apply data mining techniques to extract valuable information for decision-making.• Manage accounting functions including accrual accounting, auditing, budget processes, and capital management.We are seeking a skilled and detail-oriented Financial Coordinator with a Series 7 license to join our team. As a Financial Coordinator, you will play a critical role in supporting investment operations, handling client account administration, and ensuring adherence to financial regulations. The ideal candidate has excellent analytical skills, strong communication abilities, and a solid understanding of financial markets and securities.Key Responsibilities:<ul><li>Client Account Management: Maintain and update client investment accounts, ensuring accuracy and compliance with industry regulations.</li><li>Investment Operations Support: Facilitate the execution of trades and transactions for clients, ensuring seamless coordination of processes.</li><li>Compliance Oversight: Monitor adherence to SEC rules, FINRA guidelines, and company protocols to protect client and organizational interests.</li><li>Reporting and Analysis: Prepare detailed financial reports, analyzing trends and performance to support management decision-making.</li><li>Client Communication: Act as a liaison between clients and the firm, addressing inquiries related to portfolio performance and investment strategies.</li><li>Team Collaboration: Work closely with financial advisors and other team members to achieve organizational goals.</li></ul>

Financial Analyst We are offering a contract/contract to hire employment opportunity for a Financial/Business Analyst position in the east bay. As a Financial Analyst, you will play a crucial role in conducting cost and margin analysis, performing business analytics, and handling multiple product lines. Responsibilities:• Conduct a thorough analysis of parts, products, and inventory margins.• Assess and review profitable and non-profitable sales.• Perform business analytics to ensure efficiency and effectiveness.• Utilize advanced Microsoft Excel skills for data management and analysis.• Handle multiple product lines in the manufacturing sector.• Use Crystal Reports, Accrual Accounting, Auditing, and other financial analysis tools.• Perform Gross Margin Analysis and Inventory Analysis.• Utilize Excel Formulas for efficient data processing.• Conduct Cash Flow Analysis and Financial Modeling.• Question and investigate any discrepancies or irregularities in financial data.

CFO We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management. Property Operations Responsibilities:<ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul>Estate Planning Responsibilities:<ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul>Partnership Accounting Responsibilities:<ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul>

Investment Analyst *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.Our client is a top-tier global placement agent, specializing in raising capital for private equity, real estate, infrastructure, and credit funds. With a proven track record and a strong global presence, they partner with leading fund managers and institutional investors to drive successful fundraising initiatives.We’re looking for an Investment Analyst to join the San Francisco team. This high-impact role offers direct exposure to senior leadership, including the CEO, and provides a unique opportunity to gain broad insights into private equity and venture capital.Key Responsibilities<ul><li>Support Fundraising: Prepare investor materials, including detailed presentations and due diligence reports.</li><li>Fund Analysis: Evaluate fund structures, performance, and investor profiles.</li><li>Investor Engagement: Coordinate communication with LPs, internal teams, and senior leadership.</li><li>Data Integrity: Manage investor databases and marketing materials with accuracy.</li><li>Market Research: Conduct deep analysis on private equity, real estate, infrastructure, and credit sectors to identify trends and opportunities.</li></ul>Why Join?<ul><li>Direct exposure to top-tier private equity and venture capital firms.</li><li>Hands-on mentorship from senior leadership, including the CEO.</li><li>Strong career trajectory—past analysts have gone on to successful careers in investing, investor relations, and entrepreneurship.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Planning & Analysis Manager PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS SR. FINANCIAL ANALYST - hybrid role of finance and some accounting Responsibilities:Perform highly specialized and complex financial analysis, budget analysis, and related fiscal functions for a large and diverse hospital service line/department or is responsible for coordinating a major budget/financial analysis program in the Hospital Finance Department. Duties include financial planning, forecasting and modeling, budget development, performance monitoring and management reporting. Prepareand provide complex analysis for special and high-level reports for review at the executive level. Track expenses for various cost centers. Provide leadership in the fiscal planning process and recommends process improvements.

Financial Analyst We are on the search for a Financial Analyst to become a part of our team. The role is based in Morgan Hill, California, 95037, United States. The industry we operate in is steeped in accounting systems, CRM, and data mining techniques. This role offers a short term contract employment opportunity. Responsibilities: • Accurately and efficiently process customer credit applications using Accounting Software Systems and ADP - Financial Services • Maintain comprehensive and up-to-date customer credit records • Respond to and resolve customer inquiries related to their credit status • Monitor customer accounts and take appropriate action when necessary • Utilize CRM and Crystal Reports to manage customer relationships and generate reports • Implement Data Mining Techniques to analyze financial data and forecast trends • Oversee accounting functions to ensure financial accuracy • Follow accrual accounting principles to record financial transactions • Conduct auditing processes to verify financial data and procedures • Participate in budget processes and capital management activities to optimize financial resources.

Senior SEC Manager We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting. SEC Financial Reporting<ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>

Oracle Financials Business Analyst We are seeking a Business Analyst to join our team in Martinez, California. This role serves as a vital link between our Finance/Accounting teams and IT, focusing on resolving Oracle Fusion Financials system issues. This is a long-term contract opportunity, involving the review and improvement of configurations, standard operating procedures (SOPs), and processes. Additionally, the role includes overseeing system testing and user acceptance testing (UAT) to ensure seamless functionality. Responsibilities:<ul><li>Act as a liaison between Finance/Accounting teams and IT to address Oracle Fusion Financials system issues.</li><li>Review configurations, SOPs, and processes to identify and implement improvements.</li><li>Gather and document business requirements to align Oracle Fusion Financials with business needs.</li><li>Support Redwood UI updates, testing coordination, and user adoption.</li><li>Oversee testing phases with implementers and facilitate user testing.</li><li>Lead change management efforts to ensure smooth transitions and system adoption.</li></ul>.

Financial Business Analyst We are in search of a Financial Business Analyst to become part of our team in Watsonville, California. This role centers around processing customer credit applications, maintaining accurate customer records, and resolving customer inquiries. The position also involves monitoring customer accounts and taking appropriate action. Responsibilities• Utilize Accounting Software Systems to process customer credit applications with precision and efficiency• Maintain and update customer credit records using ADP - Financial Services • Address and resolve customer inquiries using CRM • Generate reports using Crystal Reports to assist with data analysis and decision-making • Apply Data Mining Techniques to extract valuable information from large volumes of data • Carry out Accounting Functions to ensure financial accuracy • Implement Accrual Accounting practices for the organization's financial dealings • Conduct Auditing to ensure compliance and accuracy in financial records • Oversee Budget Processes to manage the organization's finances effectively • Perform Capital Management to optimize the organization's capital usage • Use Microsoft Power BI and Power Business Intelligence to create interactive visualizations and business intelligence capabilities. Posted by Director of Staffing Scott Moore

Lawson Functional Financial Data Analyst Robert Half Management Resources is seeking a highly motivated and experienced Financial Systems Analyst to join our client for a 2-year contract. This role will play a crucial role in supporting our client during a complex system implementation by backfilling a key member of their financial systems team. This remote position offers a unique opportunity to contribute to a significant project and gain valuable experience in a dynamic environment. Responsibilities:• Maintain and update accounting and finance master data (e.g., chart of accounts, cost centers, vendors, customers) within the client's financial systems.• Ensure data accuracy, consistency, and integrity across all master data domains.• Develop and implement master data governance procedures and best practices.• Collaborate with stakeholders to resolve master data issues and discrepancies.• Perform data cleansing and validation activities.• Gather and document business requirements related to financial systems and processes.• Analyze existing business processes and identify areas for improvement.• Assist in the development and testing of system configurations and enhancements.• Provide support to end-users during system implementation and post-implementation.• Create and maintain process documentation and training materials.• Generate reports and perform data analysis for various stakeholders.• Participate in testing and validation of system changes.• Provide support to the project team during the system implementation lifecycle.• Assist with data migration and cutover activities.• Troubleshoot system issues and provide timely resolutions.• Collaborate with technical teams to ensure seamless system integration.

Senior Wealth Manager - RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the firm helps individuals and families achieve financial success while fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative environment. You’ll work with high-net-worth clients, provide personalized financial strategies, and help shape the firm’s future. The firm offers strong career development, leadership opportunities, and great perks. What You’ll Do<ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Fund Accounting Manager (Venture Capital) Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, an innovative venture capital firm based in Menlo Park, is dedicated to empowering startups from inception to IPO and beyond. They are seeking a talented professional to join their dynamic team and collaborate closely with finance, partners, and team leads. This hybrid role offers a unique blend of traditional accounting responsibilities alongside strategic initiatives. Enjoy a competitive benefits package, comprehensive insurance, a Phantom share plan, and unlimited PTO. Responsibilities:<ul><li>Review weekly transactions and manage investment documentation.</li><li>Calculate capital call allocations.</li><li>Track and report cash and stock distributions.</li><li>Analyze partners’ quarterly and year-to-date capital allocations.</li><li>Mentor and develop the accounting staff.</li><li>Conduct and document technical research for complex transactions.</li><li>Update limited partner interest transfers and contact information.</li><li>Prepare and document quarterly valuation analyses for portfolio companies.</li><li>Stay informed on industry best practices and valuation guidance.</li><li>Identify key assumptions in valuation models and communicate findings.</li><li>Assist with the quarterly close and preparation of financial statements.</li><li>Coordinate audit requests and prepare year-end financial statements and notes.</li></ul>Start Date: Very flexible, depending on the candidate Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Private Equity - Finance Associate Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a leading private equity firm, renowned for its strategic, large-scale investments and industry-leading funds. This is your opportunity to be part of a high-performing team where your expertise will shape the financial reporting and operations of top-tier funds. Beyond competitive compensation, enjoy 100% company-paid medical, dental, and vision benefits, annual bonuses, generous 401(k) profit-sharing contributions, phantom carry, and pre-tax parking/transit savings accounts. The firm fosters a collaborative and growth-oriented culture, ensuring you have the tools and mentorship to thrive. Some responsibilities:<ul><li>Manage accounting functions for private equity funds, ensuring smooth quarterly closings.</li><li>Play a key role in audit coordination, from planning to data review.</li><li>Maintain and enhance accounting and operating procedures to align with best practices.</li><li>Ensure financial reporting adheres to GAAP standards.</li><li>Oversee the preparation of financial statements and key reports.</li><li>Analyze financial statements and review third-party quarterly valuations.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Tax Senior or Tax Manager - VC/PE Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. FLEXIBLE REMOTE WORK (must live in the Bay Area) Responsibilities:<ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Accounting Manager (ManCo) **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior AccountantEmployment Type: Full-TimeLocation: Palo Alto; Hybrid 2 days in office (2nd day half day in office)Salary: $90-125k base + 15-20% + Fully Paid We are partnering with a leading venture capital firm specializing in early-stage technology investments. Based in Palo Alto, this firm manages $1B in assets and is currently investing from its fifth fund. Their mission is to support U.S. entrepreneurs by providing strategic value through deep industry insights and strong connections with key partners across Asia. Responsibilities:<ul><li>Maintain general ledger for Funds, including day-to-day cash and non-cash transactions (purchase of investments, conversions, accruals, expenses, capital calls, distributions, change in investment valuations, and exit transactions).</li><li>Prepare monthly bank account reconciliations.</li><li>Process wires for investments and Fund expenses.</li><li>Perform quarterly close of the books for Funds, including all financial statements (Balance Sheet, Income Statement, Partners Capital, Cash Flows, SOI).</li><li>Prepare quarter and year-to-date individual partners’ capital allocations.</li><li>Process capital calls, including allocation calculations and cash receipt tracking.</li><li>Process both cash and stock distributions, including detailed distribution calculations.</li><li>Track investment data and documentation for all investments.</li><li>Complete quarterly tie out to cap tables.</li><li>Update and maintain LP records; record and perform calculations for LP interest transfers.</li><li>Answer LP inquiries and respond to confirmation requests.</li><li>Electronically distribute financial statements, partners’ capital statements, K-1s, capital call and distribution notices to LPs.</li><li>Other ad hoc responsibilities as appropriate for the position.</li></ul>

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Silicon Valley, California. This role is integral to the healthcare industry and involves detailed financial analysis, budgeting, and data-driven decision-making. The successful candidate will collaborate with various departments, including leadership and IT, to develop reports, monitor vital metrics, and assist in due diligence for medical practice acquisitions. Responsibilities:• Lead the creation of annual operating and capital budgets• Foster effective relationships with department managers to monitor financial performance and report on budget variances• Generate reports and track key metrics by practice, providing accurate financial performance analysis• Prepare management and executive-level reports for leadership review• Collaborate with leadership and IT teams to create and maintain performance dashboards• Support due diligence initiatives related to medical practice acquisitions• Validate data from practices, ensuring its integrity• Develop detailed reports on productivity, revenue, and expenses, benchmarked against industry standards• Create business plans for existing and new ventures, with a focus on data analysis and market viability• Conduct complex data extractions and calculations to produce meaningful ad hoc analyses and reports• Use decision support systems, cost accounting principles, and financial tools to provide actionable insights• Establish and maintain effective working relationships with employees, managers, senior leaders, and physicians/providers• Represent the organization in a positive manner both internally and externally